Position in CSR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$280
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 217 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. CSR ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,851 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in CSR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280 | 5 | Shares | Defined | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||